How to navigate CPQ implementation successfully ?
NSTRAT ensures CPQ design directly aligns with the client’s Lead-to-Cash strategy and revenue goals. We focus on clean, scalable product catalogs, pricing structures, and approval workflows that evolve with business growth.
CPQ is integrated tightly with Salesforce CRM, ERP, and downstream billing to ensure data flows smoothly across systems. Emphasis on simple UI/UX, guided selling, and comprehensive training for rapid adoption across sales teams.
NSTRAT POV: Standard vs Custom
At NSTRAT, we believe in a "standard-first" approach when designing Salesforce solutions. Leveraging Salesforce’s out-of-the-box features ensures scalability, faster deployment, lower maintenance, and alignment with platform upgrades. However, we recognize that every business has unique needs—where standard functionality falls short, we recommend targeted custom solutions that add strategic value without overcomplicating the system. Our philosophy is to strike the right balance between innovation and sustainability, ensuring that customizations are purposeful, future-proof, and aligned with long-term business goals.
Product design is the key to success
The importance of product design in a CPQ implementation cannot be overstated. Well-designed products = faster sales cycles, fewer errors, higher customer satisfaction, and easier scaling.
Best practice for CPQ pricing design
A good pricing design ensures accurate and consistent pricing across all quotes, reducing errors and boosting customer trust. It supports complex business models like tiered, volume, or regional pricing with flexibility. Well-structured pricing logic streamlines the sales process, enabling faster quote turnaround. It enforces discounting controls, protecting profit margins while allowing sales agility. Scalable pricing design adapts to future business needs, simplifying updates and supporting growth.
External configurator for CPQ
External configurators are ideal for handling complex product logic, especially in industries like manufacturing or hi-tech. Integrating them with Salesforce CPQ ensures seamless data flow from configuration to pricing and quoting. This approach offloads heavy logic from CPQ, improving system performance and scalability. It also promotes better alignment across CPQ, ERP, and engineering systems for consistent data management. Leveraging industry-specific features like CAD or BOM integration future-proofs the solution for evolving business needs
Data migration for CPQ
A solid data migration strategy ensures data accuracy and consistency, critical for correct product configurations and pricing. It minimizes business disruption by ensuring a smooth transition from legacy systems to CPQ. Good planning helps identify and cleanse outdated or redundant data, improving overall system performance. It supports compliance and auditability, reducing risks associated with data errors. Ultimately, a strong migration strategy ensures user trust and adoption, driving CPQ success.